FE fundinfo acquires cashflow planning provider CashCalc

Better advice outcomes

Jenna Brown
clock • 3 min read

Fund data and technology company FE fundinfo has acquired cashflow planning provider CashCalc for an undisclosed sum.

FE said cashlow planning was a "natural extension" of the fund selection process, where it already provides products such as FE Analytics. CashCalc, it added, would continue to be on offer as a stand-alone product after the purchase.  FE also said it would be "investing significantly" in the integration between the tools as well as platform and back-office integrations. The business said it hoped the acquisition of CashCalc, founded in Newport by IFA Ray Adams in 2014, would result in better advice outcomes for advisers and clients. In August 2019 CashCalc hit the £100bn assets under ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

Fairstone acquires Belfast advice firm

Fairstone acquires Belfast advice firm

Consolidator snaps up Ferguson Hill Asset Management

Isabel Baxter
clock 19 August 2026 • 2 min read
Canaccord Wealth acquires EFG's wealth business

Canaccord Wealth acquires EFG's wealth business

Snaps up £3.1bn AUM EFG Harris Allday

Isabel Baxter
clock 19 August 2026 • 2 min read
Octopus defends £3bn IHT scheme as scrutiny intensifies over lending disclosure

Octopus defends £3bn IHT scheme as scrutiny intensifies over lending disclosure

Criticism of transparency on Fern Trading lending activities

Isabel Baxter
clock 18 August 2026 • 4 min read